ADSKMEDIUM SIGNALOPPORTUNITY10-K

ADSK delivered strong financial performance with 17.5% revenue growth to $7.2B and significantly accelerated share buybacks to $1.4B.

The robust operating cash flow growth of 52.6% to $2.5B demonstrates strong cash generation capabilities and business momentum. Management's confidence is evident in the 64.6% increase in share buybacks to $1.4B, suggesting they view the stock as undervalued and have excess capital for shareholder returns.

Comparing 2026-03-03 vs 2025-03-06View on EDGAR →
FINANCIAL ANALYSIS

ADSK showed broad-based financial strength with revenue growing 17.5% to $7.2B and operating cash flow surging 52.6% to $2.5B, indicating healthy business fundamentals and improving operational efficiency. The balance sheet strengthened significantly with cash increasing 40.7% to $2.2B and current assets up 41.9% to $4.9B, while stockholders' equity grew a solid 16.2% to $3.0B. The dramatic 64.6% increase in share buybacks to $1.4B, combined with strong profitability metrics, signals management confidence and effective capital allocation that should benefit shareholders.

FINANCIAL STATEMENT CHANGES
Share Buybacks
Cash Flow
+64.6%
$852.0M→$1.4B

Share repurchases increased 64.6% — management returning capital, signals confidence in intrinsic value.

Operating Cash Flow
Cash Flow
+52.6%
$1.6B→$2.5B

Operating cash flow surged 52.6% — exceptional cash generation, highest quality earnings signal.

Accounts Receivable
Balance Sheet
+42.8%
$1.0B→$1.4B

Receivables surged 42.8% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

Current Assets
Balance Sheet
+41.9%
$3.5B→$4.9B

Current assets grew 41.9% — improving short-term liquidity or inventory/receivables build.

Cash & Equivalents
Balance Sheet
+40.7%
$1.6B→$2.2B

Cash position surged 40.7% — strong cash generation or capital raise providing significant financial cushion.

Gross Profit
P&L
+18.1%
$5.6B→$6.6B

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Revenue
P&L
+17.5%
$6.1B→$7.2B

Revenue growing 17.5% — solid top-line momentum, watch margins for quality of growth.

Operating Income
P&L
+16.5%
$1.4B→$1.6B

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

Stockholders Equity
Balance Sheet
+16.2%
$2.6B→$3.0B

Equity base grew 16.2% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Total Assets
Balance Sheet
+15.1%
$10.8B→$12.5B

Asset base grew 15.1% — expansion through organic growth, acquisitions, or capital deployment.

LANGUAGE CHANGES
NEW — 2026-03-03
PRIOR — 2025-03-06
ADDED
As of February 23, 2026, the registrant had outstanding 211 million shares of common stock.
The Proxy Statement will be filed within 120 days of the registrant s fiscal year ended January 31, 2026.
Changes in and Disagreements with Accountants on Accounting and Financial Disclosure 107 Item 9A.
AutoCAD Civil 3D AutoCAD Civil 3D solution provides a surveying, design, analysis, and documentation solution for civil engineering, including land development, transportation, and environmental projects.
Autodesk Build delivers field critical project information and collaboration from Autodesk Build to the jobsite.
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REMOVED
As of February 28, 2025, the registrant had outstanding 213 million shares of common stock.
The Proxy Statement will be filed within 120 days of the registrant s fiscal year ended January 31, 2025 .
Changes in and Disagreements w ith Accountants on Accounting and Financial Disclosure 112 Item 9A.
Autodesk Build Autodesk Build delivers a connected set of project management and collaboration tools for the construction industry.
The PlanGrid Build mobile app delivers field critical project information and collaboration from Autodesk Build to the jobsite.
+7 more — sign up free →
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